The Meb Faber Show – Minute Alphα

#259 – Shane Heath, MUDWTR – I Had Everything In My Head Already…I Felt Like I Was Just As Much Of A Customer Of My Own Product As Any Prospective Customer

In episode 259, we welcome our guest, Shane Heath, founder and CEO of MUDWTR. In today’s episode, we’re diving into building a brand around needing something more out…

Post date Oct 27, 2020
Post categories In The Meb Faber Show

#258 – Best Idea Show – Wes Gray, Alpha Architect – An ETF Centralizes Everything Into One Product

In today’s episode we welcome our guest, Alpha Architect’s founder and CEO, Wes Gray. We’re covering Wes’s best idea: Launching an ETF. We cover the ups and downs…

Post date Oct 24, 2020
Post categories In The Meb Faber Show

#257 – Marc Levine – A Lot Of Times, If You Could Just Make Fewer Bad Decisions…That’s How You Win

In episode 257 we welcome our guest, Marc Levine. In today’s episode, we’re approaching investing from the institutional, pension side of things. We talk to Marc about his…

Post date Oct 22, 2020
Post categories In The Meb Faber Show

The Best Investment Writing Volume 4: Rob Arnott, Research Affiliates – Bubble, Bubble, Toil and Trouble

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved it, so we’re…

Post date Oct 20, 2020
Post categories In The Meb Faber Show

#256 – Best Idea Show – Jeremy Schwartz, Jesper Koll, WisdomTree – Japan Is Trading At The Lowest Valuation In 30 Years

In our inaugural ‘what’s your best idea’ episode, we welcome our guests, Jeremy Schwartz, WisdomTree’s Executive Vice President and Head of Global Research, and Jesper Koll, Senior Advisor…

Post date Oct 17, 2020
Post categories In The Meb Faber Show

#255 – Matt Peterson, Peterson Capital Management – We’re In A Global Pandemic; In A Recession…People Are Scared; That Creates Opportunity

In episode 255 we welcome our guest, Matt Peterson, Managing Partner of Peterson Capital Management. In today’s episode, we’re getting into concentrated, deep-value investing. We get into Matt’s…

Post date Oct 15, 2020
Post categories In The Meb Faber Show

#254 – Ken Nguyen, Republic – In The Past Ten Years, The Private Market Has Become Larger Because Companies Are Taking Longer To Go Public

In episode 254 we welcome our guest, Ken Nguyen, co-founder and CEO of Republic. In today’s episode, we’re talking startups, and how to make private investing widespread and…

Post date Oct 13, 2020
Post categories In The Meb Faber Show

#253 – Carl Chang, Kairos Investment Management – Once We Qualify We Can Mitigate Our Downside Scenario, Our Next Level Of Return Is Durable Cash Flow

In episode 253 we welcome our guest, Carl Chang, founder and CEO of Kairos Investment Management. In today’s episode, we’re talking real estate. It’s not every day I…

Post date Oct 08, 2020
Post categories In The Meb Faber Show

The Best Investment Writing Volume 4: Vineer Bhansali, LongTail Alpha – Trading Sardines: The Case Of Currency Hedged Negative Yielding Bonds

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved it, so we’re…

Post date Oct 06, 2020
Post categories In The Meb Faber Show

#252 – Cem Karsan, Aegea Capital – 30 Day Vol Tends To Be Overbid And You Have Extended Supply In The Back Of The Curve Historically

In episode 252 we welcome our guest, Cem Karsan, Founder and Senior Managing Partner of Aegea Capital Management. In today’s episode, we’re getting deep into the weeds of…

Post date Oct 01, 2020
Post categories In The Meb Faber Show